Welcome to the Insightly Help Center! There are 4 ways to find answers while you’re here.
1. Read our help articles. Our official help articles are a great reference when you need an answer immediately. Use the search bar and we’ll suggest matching articles as you type or click the Help Articles link from the home page to access our entire library.
2. Watch how-to videos and webinars. Click the Videos & Webinars link on the home page to view our short instructional videos or take a webinar tour through Insightly. If you’re on a paid Insightly plan and have logged in, you'll also see our premium live webinars that you can attend.
3. Ask a question in the Community. Insightly team members and Insightly Heroes are in our Community to answer your questions and share their tips and best practices. Click the Community Discussions link on the home page and join the conversation! You can ask a question by clicking the +New post button* or use the search bar to find answers in existing Community posts.
*Sign in note: You’ll need to sign in or create a Help Center account to post a question or leave a comment. If you've never opened up a Help Center account please use the same login email you currently use to log in to Insightly. If you've forgotten your password click the reset password in the Sign In page.
4. Submit a Help Ticket. If you’re on a paid Insightly plan, you can submit a request to receive email support from our Customer Support team. Once you’ve signed in (see note above regarding Sign in), you’ll see an orange “Submit a request” button on the top right next to your profile name on the home page. If your paid account is active and you cannot see this button, please let us know in the comments field below.
To take a quick video tour of the Insightly Help Center click here.
Help us keep our Community a safe place for sharing thoughts and ideas. Please be kind and respectful to one another while adhering to our Community Guidelines. Thanks!